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INVESTMENT BLOG
The Latest on Equities, Bonds, Economics, Behavioural Investing, Climate Change & More
Winter of '69
Winter of '69
I see little sign of such honesty and humility today which is concerning to say the least.
Peter Elston
Jun 1, 20224 min read
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Reducing Equity Targets
From Seneca Investment Managers' public marketing material. Seneca is now part of Momentum Global Investment Management. Last year we...
Peter Elston
Oct 1, 20183 min read
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Review and Outlook
Equity markets were generally strong in July, as investors appeared to shrug off fears of a global trade war. US and Eurozone equities...
Peter Elston
Aug 1, 20184 min read
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Review and Outlook
Although April saw equity markets look a little perkier, following a period of weakness that began in mid-January, it also saw safe haven...
Peter Elston
May 1, 20183 min read
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A Closer Look at the Relationship Between Return and Volatility
It is generally agreed and understood that to enjoy higher returns over the longer term one must accept higher levels of volatility in...
Peter Elston
Jan 1, 20174 min read
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When will Commodities Prices Recover?
Unlike equities, bonds or property, commodities cannot be valued on the basis of the income they generate. This makes it hard to feel...
Peter Elston
Aug 1, 20154 min read
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Whither the Oil Price?
Despite some proclaiming that the price fall was a sign of a weakening global economy, I suspect that increased supply has been mostly to...
Peter Elston
May 1, 20153 min read
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Where's My Cycle?
An update on where I think we are in the business cycle with respect to growth, inflation and markets
Correlation or causation?
Data is too often presented in an unfair, unclear and misleading way
Dear John
Liontrust's John Husselbee's arguments in support of balanced funds are lame
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